Contact Lists are the primary way to group contacts for mass communications in VipeCloud. Any time you want to send a mass email, mass text, or launch a series to a group of contacts, those contacts need to be on a Contact List first.
This article covers how to create lists, add and remove contacts, organize lists into folders, import contacts directly into a list, use sign-up forms to populate lists automatically, and view lists across your account.
How to Create a Contact List
Click Contacts in the left sidebar.
Click Contact Lists.
Click the Create button in the upper right.
Select Create Empty List.
Enter a name for the list.
Click OK.
The new empty list will appear in your Contact Lists table. You can now add contacts to it using any of the methods below.
If you have a folder open when you create the list, the list is saved inside that folder.
How to Add Contacts to a Contact List
There are several ways to add contacts to a list depending on your starting point.
From the Contacts Table
Use this method to manually select specific contacts or add all contacts at once.
Click Contacts in the left sidebar.
Check the checkbox next to each contact you want to add.
To add all contacts, click the top checkbox to select all, then confirm Select All if prompted.
Click the action button that appears at the top of the table that says "X Selected".
Select Add to Existing List.
Search for or select the Contact List you want to add them to.
Click OK.
From Inside a Contact List
Use this method to add contacts from one list into another, or to search for and add individual contacts directly.
Click Contacts in the left sidebar.
Click Contact Lists.
Click into the Contact List you want to add contacts to.
Click the Add Contacts button.
Choose one of the following options:
Search Contacts - find and add individual contacts by name or email.
Import Contacts - upload a CSV file to add contacts in bulk (see CSV import section below).
Create Contact - create a new contact record and add them to the list in one step.
From Another Contact List
Use this method to copy all contacts from one list into another. Note that this is a one-time copy - it does not create an ongoing sync between the two lists.
Click Contacts in the left sidebar.
Click Contact Lists.
Click into the source list (the one you want to copy from).
Check the top checkbox to select all contacts, then confirm Select All if prompted.
Click the action button at the top of the table.
Select Add to Existing List.
Select the destination list.
Click OK.
Via Sign-Up Form (Automatic)
You can configure a sign-up form to automatically add new sign-ups to a Contact List whenever someone submits the form. This is the recommended approach for ongoing list growth from forms.
For full instructions, see: Automatically Add Contacts to a Contact List When They Complete a Sign Up Form
How to Remove Contacts from a Contact List
Removing a contact from a list does not delete the contact from your account. It only removes them from that specific list.
Click Contacts in the left sidebar.
Click Contact Lists.
Click into the list you want to update.
Check the checkbox next to each contact you want to remove. To remove all, click the top checkbox to select all.
Click the action button at the top of the table.
Select Remove from Contact List.
Confirm the action.
How to Organize Contact Lists Into Folders
Folders let you group your contact lists. You can nest folders inside other folders up to 25 levels deep. Folders appear on the My Contact Lists tab and on any saved view that shows only your own lists.
How to Create a Folder
Click Contacts in the left sidebar.
Click Contact Lists.
Open the My Contact Lists tab.
Click Create Folder above the table, next to Export.
Enter a name in the Folder name field.
Click Create.
To create a subfolder, open the folder first, then click Create Folder. The new folder is created inside the folder you have open.
How to Open a Folder and Get Back Out
Click a folder's name to open it. Folders are listed above your contact lists.
A breadcrumb above the search bar shows where you are, starting with Contact Lists, then each folder level. Click any level in the breadcrumb to go back to it.
To see every folder at once, click the View Folder Hierarchy icon to the left of Create Folder. Click any folder in the tree to go straight to it.
How to Move Contact Lists Into a Folder
Check the box next to each list you want to move.
Click the caret next to the select-all checkbox in the table header.
Select Move to Folder.
Choose a folder from the Destination folder dropdown.
Click Move.
To move a list back out of all folders, choose Contact Lists (top level) as the destination. Move to Folder only moves lists. To move a folder, use the folder's own move button.
How to Add a New List Directly to a Folder
Open the folder first, then create the list as usual. Lists you create, import, or build with Create Segment while a folder is open are saved inside that folder.
How to Rename a Folder
Hover over the folder's row.
Click Rename.
Edit the Folder name field.
Click Save.
How to Move a Folder
Hover over the folder's row.
Click the folder icon on the right side of the row.
Choose a folder from the Destination folder dropdown.
Click Move.
Everything inside the folder, including subfolders and lists, moves with it.
How to Delete a Folder
Deleting a folder permanently deletes every contact list and subfolder inside it. This cannot be undone. Move any lists you want to keep out of the folder first.
Hover over the folder's row.
Click the trash icon.
Review how many items will be deleted.
Click Delete.
The contacts on deleted lists are not deleted. They stay in your account. Only the lists are removed.
Key Notes:
Folders are private to you. Other users, including Admins, cannot see or manage your folders.
Folders do not appear on the All Contact Lists or Subuser Contact Lists tabs. Those tabs show every list without folders, including lists you have filed in folders. If your folders seem to be missing, switch to the My Contact Lists tab.
Searching the Contact Lists page searches every folder and subfolder. Results don't show which folder a list is in.
The Rename, move, and delete buttons only appear when you hover over a folder's row.
On mobile, use the Create Folder and Move Items buttons above your list cards. Each folder card has a menu with Rename, Move, and Delete. Move Items only shows lists that have already loaded, so scroll to the bottom first.
The Create Contact List Folder command in the search bar always creates a folder at the top level. If nothing happens, open the My Contact Lists tab first and try again.
Contact List Actions Menu (overview)
Each contact list has an actions menu. Hover over the list you want to interact with and click the three-dot icon on the list's row to open it. This menu includes:
Rename List - renames the contact list. Does not affect the contacts on it.
Verify Emails - runs email verification on the list before sending. See How To Verify A Contact List Before Sending Emails.
Send Video Email - sends a video email to every contact on the list. See How to Send Video Emails.
Create Automation - opens the automation builder with this list pre-selected as the trigger. See Automations Overview.
Move To Another User - changes ownership of the list and its contacts to another user. See below.
Create Segment - builds a filtered or deduplicated list from this one. See How to Send to a Contact List and Create Segments.
Split List - splits the list into two new lists. Good for A/B testing or breaking a large send into smaller batches. See below.
Delete - deletes the contact list (the contacts will remain undeleted).
How to Move a Contact List to Another User
Moving a contact list changes ownership of the list and every contact currently on it to a different user. Use this when reassigning a rep's book of business or consolidating lists under one owner.
Click Contacts in the left sidebar.
Click Contact Lists.
Click the actions menu (three dots) on the list you want to move.
Select Move To Another User.
Type in the Choose User field to search for the new owner.
Select the user from the results.
Click Ok.
Key Notes:
This moves ownership of the list itself and every contact currently on it, not just the list record.
Ownership works the same way here as it does for individual contacts - see Multi-User Admin: Managing Users & Sharing Content for how ownership affects visibility across your team.
How to Split a Contact List for A/B Testing or Multiple Sends
Splitting a list creates two brand new contact lists from an existing one. The original list is not changed or removed - it stays fully intact alongside the two new lists. Use this to set up an A/B test, or to break a large list into smaller batches for a staged send.
Click Contacts in the left sidebar.
Click Contact Lists.
Find the list you want to split.
Click the actions menu (three dots) on that list's row.
Select Split List.
Drag the slider to set how many contacts go into Part A and how many go into Part B.
Edit the Part A List Name and Part B List Name fields if you want names other than the defaults.
Click Ok.
Key Notes:
Splitting a list does not delete or modify the original list. The original stays intact, and two new lists are created in addition to it.
Lists of any size can be split.
The default names for the new lists are the original list name prefixed with [A] and [B]. Edit these before clicking Ok if you want different names.
The slider lets you set an uneven split - it doesn't have to be 50/50.
Understanding Contact List Counts
When viewing your Contact Lists table, each list displays multiple contact counts. These reflect the communication reach of the list across different channels.
All - the total number of contacts on the list, regardless of channel or opt-in status.
Emailing - contacts who have an email address on file and are opted in to receive emails.
Texting - contacts who have a mobile number on file and are opted in for texts. This column only appears if texting is configured on your account.
When you click into a Contact List, the filter dropdown at the top of the list gives you a further breakdown by contact status, including:
Active for Emailing - contacts who are eligible to receive your next send.
Bounced - contacts whose email has previously bounced.
Unsubscribed - contacts who have opted out.
Undeliverable - contacts whose email address is invalid or blocked.
Use this breakdown to assess list quality before sending. For more on managing bounced and unsubscribed contacts, see: Managing Issue Contacts
Key Notes
Contact Lists are used for mass emails, mass texts, and series. Individual (1:1) sends do not require a Contact List.
Adding a contact to a list does not change their contact record or any field data. It only places them on the list.
Removing a contact from a list does not unsubscribe them account-wide or delete their record. Their data remains in your account.
The same contact can appear on multiple lists. If you need to send to multiple lists without risking duplicate sends, use the Create Segment tool. See: How to Create a Segment from Contact Lists
Contacts who are bounced, unsubscribed, or suppressed will not receive mass sends even if they are on the list.
Deleting a folder deletes every contact list inside it. The contacts on those lists stay in your account.